Free real estate CRM for your next follow-up.

Open Sales, choose Leads and select Create lead. Record the contact details, source and notes. Keep the preferred location, property type, budget, bedrooms, financing and buying timeline in the notes while you qualify the enquiry.

The current form also requires Company name. For an individual enquiry, use a consistent household or enquiry label according to your own record-keeping policy. Do not invent an employer. Free allows 11 active custom fields across the whole workspace. With the complete playbook installed, all 11 slots are in use; keep any extra requirements in notes.

The playbook defines Buy, Sell, Rent and Lease intent; property type; preferred area; minimum and maximum budget; bedrooms; timeline; financing status; and property reference on Leads. Deals have Viewing date and Offer amount fields.

Its stages are New enquiry, Qualified, Viewing, Offer, Negotiation, Contract, Won and Lost, with Disqualified available for unsuitable enquiries. These are fields and stages for work you record, not a property listing service or a source of individual buyer leads.

During first workspace onboarding, select Real Estate as the industry. The server attempts to install the playbook when onboarding completes. If permissions, field limits or a conflicting existing field prevent installation, onboarding can complete with the playbook still pending.

Open a lead and check for the Real Estate field section, then check the Deals stages. Do not assume the playbook is active just because the industry is selected. For an existing workspace or a pending setup, ask support to check activation; a self-service activation control has not been verified.

In Sales, open Activities and choose New task. Give the follow-up a clear title, set the due date and link the relevant record using the controls available in your workspace.

Once an enquiry becomes a real opportunity, track it as a Deal. With the playbook installed, record the Viewing date and Offer amount there. Without it, keep those details in the record notes and a dated activity.

Add property enquiries from your own referrals, conversations and existing records. Lynka’s built-in LeadGen finds businesses by market. It does not generate individual property-buyer leads.

Use specialist tools for MLS access, listing publication and tenant accounting. Lynka does not provide those services or automated WhatsApp messaging. Its job here is to help you record the enquiry, follow-up and opportunity.